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OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan NameOKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN
Plan identification number 002

OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

OKLAHOMA FARM BUREAU MUTUAL INSURANCE CO has sponsored the creation of one or more 401k plans.

Company Name:OKLAHOMA FARM BUREAU MUTUAL INSURANCE CO
Employer identification number (EIN):730540035
NAIC Classification:524150

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01ROBERT SHEEHAN
0022017-01-01ROBERT SHEEHAN
0022016-01-01ROBERT SHEEHAN
0022015-01-01ROBERT SHEEHAN
0022014-01-01ROBERT SHEEHAN
0022013-01-01ROBERT SHEEHAN
0022012-01-01RICHARD NEWBERRY
0022011-01-01RICHARD NEWBERRY
0022010-01-01ANGIE CHRISTOPHER
0022009-01-01ANGIE CHRISTOPHER

Plan Statistics for OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN

Measure Date Value
2022: OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01477
Total number of active participants reported on line 7a of the Form 55002022-01-01361
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-0194
Total of all active and inactive participants2022-01-01461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01461
Number of participants with account balances2022-01-01461
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01469
Total number of active participants reported on line 7a of the Form 55002021-01-01381
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-0179
Total of all active and inactive participants2021-01-01467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01467
Number of participants with account balances2021-01-01467
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01477
Total number of active participants reported on line 7a of the Form 55002020-01-01383
Number of retired or separated participants receiving benefits2020-01-019
Number of other retired or separated participants entitled to future benefits2020-01-0171
Total of all active and inactive participants2020-01-01463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01463
Number of participants with account balances2020-01-01463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01473
Total number of active participants reported on line 7a of the Form 55002019-01-01389
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-0173
Total of all active and inactive participants2019-01-01469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01470
Number of participants with account balances2019-01-01470
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01506
Total number of active participants reported on line 7a of the Form 55002018-01-01398
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-0166
Total of all active and inactive participants2018-01-01470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01470
Number of participants with account balances2018-01-01467
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01635
Total number of active participants reported on line 7a of the Form 55002017-01-01422
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-0174
Total of all active and inactive participants2017-01-01501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01501
Number of participants with account balances2017-01-01499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01595
Total number of active participants reported on line 7a of the Form 55002016-01-01430
Number of retired or separated participants receiving benefits2016-01-0112
Number of other retired or separated participants entitled to future benefits2016-01-01138
Total of all active and inactive participants2016-01-01580
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01583
Number of participants with account balances2016-01-01599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116
2015: OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01593
Total number of active participants reported on line 7a of the Form 55002015-01-01446
Number of retired or separated participants receiving benefits2015-01-0110
Number of other retired or separated participants entitled to future benefits2015-01-01133
Total of all active and inactive participants2015-01-01589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01592
Number of participants with account balances2015-01-01592
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111
2014: OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01599
Total number of active participants reported on line 7a of the Form 55002014-01-01446
Number of retired or separated participants receiving benefits2014-01-0110
Number of other retired or separated participants entitled to future benefits2014-01-01121
Total of all active and inactive participants2014-01-01577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01579
Number of participants with account balances2014-01-01592
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01618
Total number of active participants reported on line 7a of the Form 55002013-01-01474
Number of retired or separated participants receiving benefits2013-01-0113
Number of other retired or separated participants entitled to future benefits2013-01-01104
Total of all active and inactive participants2013-01-01591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01592
Number of participants with account balances2013-01-01592
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01603
Total number of active participants reported on line 7a of the Form 55002012-01-01494
Number of retired or separated participants receiving benefits2012-01-018
Number of other retired or separated participants entitled to future benefits2012-01-01103
Total of all active and inactive participants2012-01-01605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01607
Number of participants with account balances2012-01-01591
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0115
2011: OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01609
Total number of active participants reported on line 7a of the Form 55002011-01-01495
Number of retired or separated participants receiving benefits2011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-0193
Total of all active and inactive participants2011-01-01593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-01596
Number of participants with account balances2011-01-01596
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0117
2010: OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01592
Total number of active participants reported on line 7a of the Form 55002010-01-01530
Number of retired or separated participants receiving benefits2010-01-015
Number of other retired or separated participants entitled to future benefits2010-01-0173
Total of all active and inactive participants2010-01-01608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01609
Number of participants with account balances2010-01-01607
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0119
2009: OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01596
Total number of active participants reported on line 7a of the Form 55002009-01-01534
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0155
Total of all active and inactive participants2009-01-01591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01592
Number of participants with account balances2009-01-01588
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0128

Financial Data on OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN

Measure Date Value
2022 : OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,107,767
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,145,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,092,760
Value of total corrective distributions2022-12-31$1,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,841,551
Value of total assets at end of year2022-12-31$40,587,441
Value of total assets at beginning of year2022-12-31$46,840,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$51,255
Total interest from all sources2022-12-31$91,384
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$670,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$670,381
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,644,367
Participant contributions at end of year2022-12-31$915,764
Participant contributions at beginning of year2022-12-31$924,883
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$53,401
Other income not declared elsewhere2022-12-31$-1,130
Administrative expenses (other) incurred2022-12-31$375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,252,904
Value of net assets at end of year (total assets less liabilities)2022-12-31$40,587,441
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$46,840,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$37,253,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$44,075,704
Interest on participant loans2022-12-31$54,262
Interest earned on other investments2022-12-31$37,122
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,418,497
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,839,758
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,709,953
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,143,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,092,760
Contract administrator fees2022-12-31$50,880
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HAYNIE & COMPANY
Accountancy firm EIN2022-12-31870325228
2021 : OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$8,471,897
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,685,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,598,293
Value of total corrective distributions2021-12-31$1,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,562,775
Value of total assets at end of year2021-12-31$46,840,345
Value of total assets at beginning of year2021-12-31$40,054,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$85,934
Total interest from all sources2021-12-31$81,207
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$509,554
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$509,554
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,460,449
Participant contributions at end of year2021-12-31$924,883
Participant contributions at beginning of year2021-12-31$834,391
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$55,012
Other income not declared elsewhere2021-12-31$-225
Administrative expenses (other) incurred2021-12-31$85,934
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,786,332
Value of net assets at end of year (total assets less liabilities)2021-12-31$46,840,345
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$40,054,013
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$44,075,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$37,799,476
Interest on participant loans2021-12-31$55,683
Interest earned on other investments2021-12-31$25,524
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,839,758
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,419,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,318,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,047,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,598,293
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HAYNIE & COMPANY
Accountancy firm EIN2021-12-31870325228
2020 : OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$7,076,035
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,839,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,762,048
Value of total corrective distributions2020-12-31$112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,414,620
Value of total assets at end of year2020-12-31$40,054,013
Value of total assets at beginning of year2020-12-31$34,817,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$77,111
Total interest from all sources2020-12-31$87,411
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$879,749
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$879,749
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,395,930
Participant contributions at end of year2020-12-31$834,391
Participant contributions at beginning of year2020-12-31$1,093,201
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,217
Other income not declared elsewhere2020-12-31$224
Administrative expenses (other) incurred2020-12-31$77,111
Total non interest bearing cash at end of year2020-12-31$225
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,236,764
Value of net assets at end of year (total assets less liabilities)2020-12-31$40,054,013
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$34,817,249
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$37,799,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$32,895,913
Interest on participant loans2020-12-31$66,111
Interest earned on other investments2020-12-31$21,300
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,419,921
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$828,135
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,694,031
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,016,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,762,048
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31HAYNIE & COMPANY
Accountancy firm EIN2020-12-31870325228
2019 : OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$8,303,839
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,622,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,545,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,360,017
Value of total assets at end of year2019-12-31$34,817,249
Value of total assets at beginning of year2019-12-31$29,136,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$77,701
Total interest from all sources2019-12-31$81,242
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$739,160
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$739,160
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,267,491
Participant contributions at end of year2019-12-31$1,093,201
Participant contributions at beginning of year2019-12-31$1,096,691
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$152,926
Other income not declared elsewhere2019-12-31$4,837
Administrative expenses (other) incurred2019-12-31$77,701
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,681,031
Value of net assets at end of year (total assets less liabilities)2019-12-31$34,817,249
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$29,136,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$32,895,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$26,953,603
Interest on participant loans2019-12-31$61,153
Interest earned on other investments2019-12-31$20,089
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$828,135
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,085,924
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,118,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$939,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,545,107
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HAYNIE & COMPANY
Accountancy firm EIN2019-12-31870325228
2018 : OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$789,848
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,532,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,456,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,428,228
Value of total assets at end of year2018-12-31$29,136,218
Value of total assets at beginning of year2018-12-31$30,878,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$75,203
Total interest from all sources2018-12-31$68,050
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$668,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$668,762
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,152,187
Participant contributions at end of year2018-12-31$1,096,691
Participant contributions at beginning of year2018-12-31$1,076,618
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$370,786
Other income not declared elsewhere2018-12-31$10,845
Administrative expenses (other) incurred2018-12-31$75,203
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,742,352
Value of net assets at end of year (total assets less liabilities)2018-12-31$29,136,218
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$30,878,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$26,953,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$29,204,962
Interest on participant loans2018-12-31$53,455
Interest earned on other investments2018-12-31$14,595
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,085,924
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$596,990
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,386,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$905,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,456,997
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WILLIAM G LAJOIE P.C
Accountancy firm EIN2018-12-31841001549
2017 : OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,993,430
Total loss/gain on sale of assets2017-12-31$15,030
Total of all expenses incurred2017-12-31$1,615,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,581,329
Expenses. Certain deemed distributions of participant loans2017-12-31$-26,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,914,196
Value of total assets at end of year2017-12-31$30,878,570
Value of total assets at beginning of year2017-12-31$26,500,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$60,608
Total interest from all sources2017-12-31$546,561
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$635,814
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$635,814
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,173,460
Participant contributions at end of year2017-12-31$1,076,618
Participant contributions at beginning of year2017-12-31$1,055,977
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$361,686
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$58,393
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$667
Other income not declared elsewhere2017-12-31$-12,121
Administrative expenses (other) incurred2017-12-31$60,608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,378,104
Value of net assets at end of year (total assets less liabilities)2017-12-31$30,878,570
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$26,500,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$29,204,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$22,318,629
Interest on participant loans2017-12-31$40,349
Interest earned on other investments2017-12-31$8,895
Income. Interest from corporate debt instruments2017-12-31$497,317
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$2,676,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$87,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$87,138
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$596,990
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,880,356
Net investment gain or loss from common/collective trusts2017-12-31$13,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$682,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,581,329
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$2,691,895
Aggregate carrying amount (costs) on sale of assets2017-12-31$2,676,865
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WILLIAM G LAJOIE P.C
Accountancy firm EIN2017-12-31841001549
2016 : OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$43,301
Total income from all sources (including contributions)2016-12-31$3,871,171
Total of all expenses incurred2016-12-31$3,114,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,933,132
Value of total corrective distributions2016-12-31$42,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,066,815
Value of total assets at end of year2016-12-31$26,500,466
Value of total assets at beginning of year2016-12-31$25,786,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$137,954
Total interest from all sources2016-12-31$441,282
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,098,421
Participant contributions at end of year2016-12-31$1,055,977
Participant contributions at beginning of year2016-12-31$1,040,773
Assets. Other investments not covered elsewhere at end of year2016-12-31$361,686
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$468,530
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$23,366
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$667
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$505
Other income not declared elsewhere2016-12-31$57,318
Administrative expenses (other) incurred2016-12-31$96,388
Total non interest bearing cash at beginning of year2016-12-31$62,720
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$757,136
Value of net assets at end of year (total assets less liabilities)2016-12-31$26,500,466
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$25,743,330
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$41,566
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$22,318,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$20,670,694
Interest on participant loans2016-12-31$32,898
Income. Interest from corporate debt instruments2016-12-31$408,384
Value of interest in common/collective trusts at end of year2016-12-31$2,676,369
Value of interest in common/collective trusts at beginning of year2016-12-31$3,466,294
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$87,138
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$77,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$77,115
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,256,501
Net investment gain or loss from common/collective trusts2016-12-31$49,255
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$945,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,933,132
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$43,301
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WILLIAM G LAJOIE P.C.
Accountancy firm EIN2016-12-31841001549
2015 : OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$43,301
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$39,769
Total income from all sources (including contributions)2015-12-31$2,302,891
Total of all expenses incurred2015-12-31$3,615,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,477,675
Expenses. Certain deemed distributions of participant loans2015-12-31$10,140
Value of total corrective distributions2015-12-31$30,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,074,291
Value of total assets at end of year2015-12-31$25,786,631
Value of total assets at beginning of year2015-12-31$27,095,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$97,168
Total interest from all sources2015-12-31$31,236
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$422,202
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$422,202
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,109,873
Participant contributions at end of year2015-12-31$1,040,773
Participant contributions at beginning of year2015-12-31$858,667
Participant contributions at beginning of year2015-12-31$36
Assets. Other investments not covered elsewhere at end of year2015-12-31$468,530
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$310,513
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$505
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$508
Other income not declared elsewhere2015-12-31$-18,698
Administrative expenses (other) incurred2015-12-31$97,168
Total non interest bearing cash at end of year2015-12-31$62,720
Total non interest bearing cash at beginning of year2015-12-31$42,483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,312,648
Value of net assets at end of year (total assets less liabilities)2015-12-31$25,743,330
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$27,055,978
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$20,670,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$22,082,631
Interest on participant loans2015-12-31$31,229
Value of interest in common/collective trusts at end of year2015-12-31$3,466,294
Value of interest in common/collective trusts at beginning of year2015-12-31$3,736,654
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$77,115
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$54,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$54,665
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-257,177
Net investment gain or loss from common/collective trusts2015-12-31$51,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$964,418
Employer contributions (assets) at beginning of year2015-12-31$9,590
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,477,675
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at end of year2015-12-31$43,301
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$39,769
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WILLIAM G LAJOIE P.C.
Accountancy firm EIN2015-12-31841001549
2014 : OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$39,769
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$27,109
Total income from all sources (including contributions)2014-12-31$3,579,915
Total of all expenses incurred2014-12-31$1,597,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,527,155
Expenses. Certain deemed distributions of participant loans2014-12-31$3,258
Value of total corrective distributions2014-12-31$5,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,098,003
Value of total assets at end of year2014-12-31$27,095,747
Value of total assets at beginning of year2014-12-31$25,100,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$61,672
Total interest from all sources2014-12-31$28,977
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$432,097
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$432,097
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,102,064
Participant contributions at end of year2014-12-31$858,667
Participant contributions at beginning of year2014-12-31$914,608
Participant contributions at end of year2014-12-31$36
Assets. Other investments not covered elsewhere at end of year2014-12-31$310,513
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$298,212
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$72,224
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$508
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$276
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$27,109
Other income not declared elsewhere2014-12-31$12,300
Administrative expenses (other) incurred2014-12-31$61,672
Total non interest bearing cash at end of year2014-12-31$42,483
Total non interest bearing cash at beginning of year2014-12-31$14,936
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,982,826
Value of net assets at end of year (total assets less liabilities)2014-12-31$27,055,978
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$25,073,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$22,082,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$20,571,778
Interest on participant loans2014-12-31$28,973
Value of interest in common/collective trusts at end of year2014-12-31$3,736,654
Value of interest in common/collective trusts at beginning of year2014-12-31$3,287,703
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$54,665
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$12,748
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$12,748
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$973,368
Net investment gain or loss from common/collective trusts2014-12-31$35,170
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$923,715
Employer contributions (assets) at end of year2014-12-31$9,590
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,527,155
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at end of year2014-12-31$39,769
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WILLIAM G. LAJOIE P.C.
Accountancy firm EIN2014-12-31841001549
2013 : OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$27,109
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$18,926
Total income from all sources (including contributions)2013-12-31$5,698,321
Total of all expenses incurred2013-12-31$1,934,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,884,695
Value of total corrective distributions2013-12-31$45,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,908,542
Value of total assets at end of year2013-12-31$25,100,261
Value of total assets at beginning of year2013-12-31$21,328,694
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,332
Total interest from all sources2013-12-31$28,644
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$293,113
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$293,113
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,026,573
Participant contributions at end of year2013-12-31$914,608
Participant contributions at beginning of year2013-12-31$866,467
Participant contributions at beginning of year2013-12-31$40,723
Assets. Other investments not covered elsewhere at end of year2013-12-31$298,212
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$223,884
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$118,221
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$276
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,246
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$27,109
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$18,926
Other income not declared elsewhere2013-12-31$57,145
Administrative expenses (other) incurred2013-12-31$4,332
Total non interest bearing cash at end of year2013-12-31$14,936
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,763,384
Value of net assets at end of year (total assets less liabilities)2013-12-31$25,073,152
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$21,309,768
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$20,571,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$16,841,942
Interest on participant loans2013-12-31$28,639
Value of interest in common/collective trusts at end of year2013-12-31$3,287,703
Value of interest in common/collective trusts at beginning of year2013-12-31$3,243,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$12,748
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$74,572
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$74,572
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,386,871
Net investment gain or loss from common/collective trusts2013-12-31$24,006
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$763,748
Employer contributions (assets) at beginning of year2013-12-31$35,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,884,695
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WILLIAM G. LAJOIE P.C.
Accountancy firm EIN2013-12-31841001549
2012 : OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$18,926
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$21,479
Total income from all sources (including contributions)2012-12-31$4,002,880
Total of all expenses incurred2012-12-31$1,971,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,946,679
Value of total corrective distributions2012-12-31$20,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,922,286
Value of total assets at end of year2012-12-31$21,328,694
Value of total assets at beginning of year2012-12-31$19,300,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,363
Total interest from all sources2012-12-31$29,084
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$343,046
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$343,046
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$994,293
Participant contributions at end of year2012-12-31$866,467
Participant contributions at beginning of year2012-12-31$872,275
Participant contributions at end of year2012-12-31$40,723
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$223,884
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$189,992
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$81,894
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,246
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$249
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$18,926
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$21,479
Other income not declared elsewhere2012-12-31$33,892
Administrative expenses (other) incurred2012-12-31$4,363
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,030,889
Value of net assets at end of year (total assets less liabilities)2012-12-31$21,309,768
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$19,278,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$16,841,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$15,130,376
Interest on participant loans2012-12-31$29,078
Value of interest in common/collective trusts at end of year2012-12-31$3,243,919
Value of interest in common/collective trusts at beginning of year2012-12-31$3,060,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$74,572
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$47,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$47,300
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$6
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,640,382
Net investment gain or loss from common/collective trusts2012-12-31$34,190
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$846,099
Employer contributions (assets) at end of year2012-12-31$35,941
Employer contributions (assets) at beginning of year2012-12-31$107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,946,679
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WILLIAM G. LAJOIE P.C
Accountancy firm EIN2012-12-31841001549
2011 : OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$21,479
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$35,500
Total income from all sources (including contributions)2011-12-31$1,670,275
Total of all expenses incurred2011-12-31$1,404,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,359,218
Value of total corrective distributions2011-12-31$39,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,891,872
Value of total assets at end of year2011-12-31$19,300,358
Value of total assets at beginning of year2011-12-31$19,049,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,766
Total interest from all sources2011-12-31$29,863
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$265,718
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$265,718
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,023,453
Participant contributions at end of year2011-12-31$872,275
Participant contributions at beginning of year2011-12-31$775,576
Assets. Other investments not covered elsewhere at end of year2011-12-31$189,992
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$213,707
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,770
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$249
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$210
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$21,479
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$35,500
Other income not declared elsewhere2011-12-31$-23,715
Administrative expenses (other) incurred2011-12-31$5,766
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$265,325
Value of net assets at end of year (total assets less liabilities)2011-12-31$19,278,879
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$19,013,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$15,130,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$14,688,518
Interest on participant loans2011-12-31$29,860
Value of interest in common/collective trusts at end of year2011-12-31$3,060,059
Value of interest in common/collective trusts at beginning of year2011-12-31$3,352,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$47,300
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$18,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$18,319
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-939,789
Net investment gain or loss from common/collective trusts2011-12-31$446,326
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$865,649
Employer contributions (assets) at end of year2011-12-31$107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,359,218
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WILLIAM G. LAJOIE PC
Accountancy firm EIN2011-12-31841001549
2010 : OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$35,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$29,405
Total income from all sources (including contributions)2010-12-31$3,698,070
Total of all expenses incurred2010-12-31$775,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$735,756
Expenses. Certain deemed distributions of participant loans2010-12-31$14
Value of total corrective distributions2010-12-31$35,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,872,604
Value of total assets at end of year2010-12-31$19,049,054
Value of total assets at beginning of year2010-12-31$16,120,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,150
Total interest from all sources2010-12-31$32,751
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$247,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$247,301
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,020,991
Participant contributions at end of year2010-12-31$775,576
Participant contributions at beginning of year2010-12-31$660,769
Assets. Other investments not covered elsewhere at end of year2010-12-31$213,707
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$175,637
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$210
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$35,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$29,405
Other income not declared elsewhere2010-12-31$28,582
Administrative expenses (other) incurred2010-12-31$4,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,922,650
Value of net assets at end of year (total assets less liabilities)2010-12-31$19,013,554
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$16,090,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$14,688,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,791,260
Interest on participant loans2010-12-31$32,747
Value of interest in common/collective trusts at end of year2010-12-31$3,352,724
Value of interest in common/collective trusts at beginning of year2010-12-31$3,454,152
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$18,319
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$33,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$33,315
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,445,281
Net investment gain or loss from common/collective trusts2010-12-31$71,551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$851,613
Employer contributions (assets) at beginning of year2010-12-31$5,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$735,756
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WILLIAM G. LAJOIE, PC
Accountancy firm EIN2010-12-31841001549
2009 : OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN

2022: OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: OKLAHOMA FARM BUREAU FEDERATION AND AFFILIATED COMPANIES VOLUNTARY EMPLOYEE SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074998
Policy instance 1
Insurance contract or identification number074998
Number of Individuals Covered461
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074998
Policy instance 1
Insurance contract or identification number074998
Number of Individuals Covered467
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074998
Policy instance 1
Insurance contract or identification number074998
Number of Individuals Covered463
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074998
Policy instance 1
Insurance contract or identification number074998
Number of Individuals Covered470
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074998
Policy instance 1
Insurance contract or identification number074998
Number of Individuals Covered501
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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